エピソード

  • Creating Compelling Video Content with Laura Garfield (Ep. 44)

    Creating Compelling Video Content with Laura Garfield (Ep. 44)
    2024/10/16
    Rebecca Hourihan is joined by Laura Garfield, co-founder of Idea Decanter, to discuss the evolution and significance of short-form content and video marketing, particularly for financial advisors. Laura emphasizes the importance of adapting to your audience’s evolving preferences, leveraging video for effective communication, and utilizing AI tools to enhance video production. Gain insight and actionable …

    Read More Read More
    続きを読む 一部表示
    30 分
  • 7 Practical Tips for Financial Advisors in 2024 (Ep.43)

    7 Practical Tips for Financial Advisors in 2024 (Ep.43)
    2024/08/14
    Rebecca Hourihan shares seven practical suggestions designed to smooth out your prospecting pipeline and drive consistent growth for your business. Rebecca discusses innovative ways to enhance communication with AI tools, emphasizes the importance of high-quality design in your marketing materials, and offers invaluable tips for maintaining meaningful connections with prospects and clients. Rebecca touches on: …

    Read More Read More
    続きを読む 一部表示
    22 分
  • Retirement Income Solutions with Nevin Adams (Ep.42)

    Retirement Income Solutions with Nevin Adams (Ep.42)
    2024/07/15
    In this episode, Rebecca is honored to welcome Nevin Adams, a legendary figure in the retirement planning industry. With a career spanning nearly five decades, Nevin has played a pivotal role in shaping the landscape of retirement plans. His wealth of experience and knowledge is undeniable as he shares his insights and future projections. Dive …

    Read More Read More
    続きを読む 一部表示
    31 分
  • 10 Years of Insights: Advisor Retirement Plan Marketing (Ep. 41)

    10 Years of Insights: Advisor Retirement Plan Marketing (Ep. 41)
    2024/06/19
    Rebecca Hourihan reflects on a decade of retirement plan marketing. She emphasizes the challenges of change, the evolution of marketing strategies from cold calling to leveraging social media, and the necessity of maintaining a visible and professional online presence. Rebecca also touches on the importance of creating tailored content, and discusses the critical role of …

    Read More Read More
    続きを読む 一部表示
    30 分
  • How to Elevate Your Prospecting and Client Retention with Eric Ryles (Ep. 40)

    How to Elevate Your Prospecting and Client Retention with Eric Ryles (Ep. 40)
    2024/05/15
    Did you know that approximately 10-12% of plan sponsors actively shop their plan every year? Tune in to Rebecca Hourihan’s conversation with Eric Ryles, Vice President, of Customer Solutions at ALM Media, LLC (parent company of Judy Diamond Associates). They explore ways to improve prospecting and enhance client retention, as well as telltale signs a …

    Read More Read More
    続きを読む 一部表示
    30 分
  • Revolutionizing Payroll Integration with Automation and APIs with Jeff Kayajanian (Ep. 39)

    Revolutionizing Payroll Integration with Automation and APIs with Jeff Kayajanian (Ep. 39)
    2024/04/16
    Are you tired of manual payroll processes eating up your time and resources? What if there was an efficient way to streamline payroll integration with your 401(k) recordkeeping? Learn how Payroll Integrations connects you to leading payroll systems and automates data transfer through APIs. Rebecca Hourihan and guest Jeff Kayajanian, principal and chief revenue officer …

    Read More Read More
    続きを読む 一部表示
    24 分
  • What I Learned From 3,000 Podcast Interviews with Matt Halloran of ProudMouth (Ep. 38)

    What I Learned From 3,000 Podcast Interviews with Matt Halloran of ProudMouth (Ep. 38)
    2024/03/15
    As advisors continue to seek innovative ways to connect with their audience and establish trust, the challenge of standing out in a crowded market is ever-present. In this episode, Rebecca Hourihan speaks with Matt Halloran, co-founder of ProudMouth, about the power of podcasting to rise above the noise and establish yourself as the go-to expert. …

    Read More Read More
    続きを読む 一部表示
    26 分
  • Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)

    Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)
    2024/02/15
    Can the convergence of wealth, retirement, and workplace benefits pressurize 401(k) plan fees to fall to zero? And are you prepared if it does? In this episode, Rebecca Hourihan speaks with Fred Barstein, the founder & CEO of The Plan Sponsor University (TPSU), The Retirement Advisor University (TRAU), and 401kTV and they discuss an alternative …

    Read More Read More
    続きを読む 一部表示
    30 分